Who We Are
We are a family office focused on managing and building multi-generational wealth for our family clients.
We believe that long-term financial success comes from owning and operating micro-cap and lower-middle market companies. We believe that integrity is the key to long-term personal and financial success.
We are value-creating long-term business owners. We are not a private equity fund. Unlike typical PE funds, we are very actively involved in day-to-day operations of our businesses. We work with business leaders to create a vision, hire the right people, and remove obstacles. We meet with customers to show how our values align with theirs and find ways to work more closely together.
Our focus is on operational excellence and delighting customers, not financial engineering. We provide capital as required to grow, including bolt-on and strategic acquisitions. We prefer steady sustainable growth instead of sacrificing quality in a quest for rapid growth. We are not constrained by the PE fund lifecycle, so we do not have a defined holding period for investments.
Team
David Slear
Managing Director
Dave is a senior executive who brings 30 years of experience running and leading both large and small businesses. He has been involved in numerous business transactions.
He understands the important decision around selling your business and will work with you to achieve your objectives.
